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Portfolio (Quarterly) Guide ↗

Summit Wealth Partners, LLC

· CIK 0002033312
13F Portfolio $702M AUM 280 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 91 Added 68 Reduced 12 Exited
Page 5 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COPX GLOBAL X FDS 19,210.0 $1.5M 0.21% $76.97 +22.9%
82 VCIT VANGUARD SCOTTSDALE FDS 17,474.0 $1.4M 0.21% -1K -6.8% $82.65 -1.9%
83 XLY SELECT SECTOR SPDR TR 12,242.0 $1.4M 0.20% +354.0 +3.0% $117.28 +0.6%
84 ORCL ORACLE CORP Technology 8,885.0 $1.3M 0.19% $146.55 -0.1%
85 RSP INVESCO EXCHANGE TRADED FD T 6,101.0 $1.3M 0.18% $212.77 +4.2%
86 ISHARES TR 55,813.0 $1.3M 0.18% -5K -8.3% $22.89
87 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,350.0 $1.3M 0.18% -58.0 -4.1% $935.54 +1.3%
88 KO COCA COLA CO Consumer Defensive 15,217.0 $1.2M 0.18% $81.27 +12.1%
89 TSLA TESLA INC Consumer Cyclical 2,923.0 $1.2M 0.17% +30.0 +1.0% $420.60 -13.7%
90 VTI VANGUARD INDEX FDS 3,303.0 $1.2M 0.17% $370.07 +2.2%
91 SHYG ISHARES TR 28,228.0 $1.2M 0.17% -2K -8.1% $42.41 -0.4%
92 MCD MCDONALDS CORP Consumer Cyclical 4,276.0 $1.2M 0.17% +29.0 +0.7% $270.33 +0.2%
93 VTV VANGUARD INDEX FDS 5,205.0 $1.1M 0.16% +483.0 +10.2% $217.92 +3.9%
94 PM PHILIP MORRIS INTL INC Consumer Defensive 6,156.0 $1.1M 0.16% $180.92 +4.0%
95 FIDELITY GREENWOOD STREET TR 38,460.0 $1.1M 0.16% +21K +121.7% $28.89
96 FMB FIRST TR EXCH TRADED FD III 21,425.0 $1.1M 0.16% $51.37 -2.3%
97 BAC BANK OF AMER CORP Financial Services 19,218.0 $1.1M 0.16% +219.0 +1.1% $56.98 +8.3%
98 META META PLATFORMS INC Communication Services 1,941.0 $1.1M 0.16% +112.0 +6.1% $563.34 -2.4%
99 SNDK SANDISK CORP Technology 479.0 $1.1M 0.15% NEW $2273.73 -29.8%
100 NFLX NETFLIX INC. Communication Services 15,080.0 $1.1M 0.15% -5K -24.5% $71.40 +11.5%
Page 5 of 14  ·  280 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 42.0%
Technology 25.6%
Consumer Defensive 8.8%
Consumer Cyclical 7.4%
Healthcare 5.0%
Industrials 4.6%
Communication Services 4.0%
Energy 1.4%
Basic Materials 0.9%
Utilities 0.4%